Document-backed accounting
Keep receipts, invoices, and supporting documentation connected to estate financial activity.
Estate accounting software
Estate accounting software for executors and professionals
LegatePro gives estate representatives and professionals a cleaner way to track estate money, supporting documents, reimbursements, income, property activity, distributions, beneficiary context, and reports.
Accounting challenge
Estate accounting becomes difficult when context is missing
Estate records need more than a spreadsheet total. Executors and professionals need to know what money moved, why it moved, what document supports it, and how it affects beneficiaries and final reporting.
Workflow
Estate accounting connected to the full administration record
LegatePro connects estate accounting with documents, tasks, contacts, property records, beneficiaries, timeline activity, and reporting so the financial record is easier to explain.
1
Organize income and expenses
Track estate income, expenses, reimbursements, rent, utilities, property costs, professional fees, and other money movement.
2
Connect documents and context
Attach receipts, invoices, court documents, notes, contacts, and property details to the estate record.
3
Support beneficiaries and reports
Use structured records, distribution tracking, audit trails, and export snapshots to support review and communication.
Property-level financial tracking
Track estate property activity including rent, repairs, utilities, maintenance, taxes, and insurance.
Reports and audit history
Preserve audit trails, export snapshots, and structured summaries for attorney, fiduciary, and beneficiary review.
Accounting and reporting capabilities
Estate income trackingExpense categoriesProperty activityDocument supportReporting snapshots
Related accounting workflows
Probate Accounting
Explore probate-specific accounting workflows for executors and Personal Representatives.
Probate Expense Tracking
Track expenses, reimbursements, receipts, and supporting notes across the estate.
Estate Reporting
Build reports from structured estate records, documents, accounting, and audit history.
More accounting resources
Estate Distributions
LegatePro helps executors, fiduciaries, attorneys, and professionals track beneficiary distribution status, notes, scheduled dates, paid dates, supporting accounting context, and reporting history.
Executor Accounting
LegatePro helps executors and Personal Representatives organize estate money, receipts, reimbursements, distributions, beneficiary questions, audit history, and reporting without relying on scattered spreadsheets.
Probate Accounting
LegatePro helps executors and probate professionals track estate money, expenses, reimbursements, income, distributions, receipts, property activity, audit trails, and reporting from one organized estate workspace.
Keep estate accounting records cleaner from the start
Use LegatePro to track estate money, documents, property activity, distributions, and reports in one place.